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iShares Core S&P Mid-Cap ETF

2,436 hedge funds and large institutions have $75.7B invested in iShares Core S&P Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 967 increasing their positions, 996 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

474% more call options, than puts

Call options by funds: $39.1M | Put options by funds: $6.8M

65% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 88

7% more capital invested

Capital invested by funds: $70.9B → $75.7B (+$4.72B)

1% more funds holding

Funds holding: 2,4202,436 (+16)

0.47% more ownership

Funds ownership: 79.07%79.54% (+0.47%)

3% less repeat investments, than reductions

Existing positions increased: 967 | Existing positions reduced: 996

2% less funds holding in top 10

Funds holding in top 10: 367361 (-6)

Holders
2,436
Holders Change
+16
Holders Change %
+0.66%
% of All Funds
32.07%
Holding in Top 10
361
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-1.63%
% of All Funds
4.75%
New
145
Increased
967
Reduced
996
Closed
88
Calls
$39.1M
Puts
$6.8M
Net Calls
+$32.3M
Net Calls Change
+$8.32M
Name Holding Trade Value Shares
Change
Change in
Stake
WQ
1676
Wealth Quarterback
New Jersey
$605K -$475K -8,091 -45%
FNB
1677
Farmers National Bank
Kentucky
$601K -$2.94K -50 -0.5%
AIM
1678
Athena Investment Management
California
$598K
WWA
1679
Wingate Wealth Advisors
Massachusetts
$589K -$171K -2,920 -24%
LA
1680
LM Advisors
California
$586K -$44K -750 -7%
FWP
1681
Falcon Wealth Planning
California
$586K -$106K -1,814 -16%
NG
1682
Norden Group
Utah
$585K +$129K +2,206 +31%
MCM
1683
McRae Capital Management
New Jersey
$584K -$137K -2,337 -20%
PWP
1684
Private Wealth Partners
California
$583K
WPP
1685
Whalerock Point Partners
Rhode Island
$583K
BST
1686
Bath Savings Trust
Maine
$582K
GKWIM
1687
Gerber Kawasaki Wealth & Investment Management
California
$581K -$123K -2,094 -18%
First Trust Advisors
1688
First Trust Advisors
Illinois
$580K +$40.4K +689 +8%
GWSA
1689
Global Wealth Strategies & Associates
Colorado
$580K -$126K -2,153 -19%
MIC
1690
Meridian Investment Counsel
California
$578K
ACM
1691
Absolute Capital Management
Pennsylvania
$576K +$10.7K +183 +2%
JBA
1692
Johnson Bixby & Associates
Washington
$576K -$7.46K -127 -1%
AFG
1693
Albion Financial Group
Utah
$575K -$7.69K -131 -1%
LG
1694
LAM Group
Oregon
$574K
JWS
1695
Juncture Wealth Strategies
Arizona
$572K -$64.4K -1,097 -11%
PWP
1696
Prasad Wealth Partners
Ohio
$572K +$1.7K +29 +0.3%
HGA
1697
Hobbs Group Advisors
South Carolina
$572K -$20.7K -352 -4%
RPCA
1698
Running Point Capital Advisors
California
$570K
RFS
1699
Richardson Financial Services
Massachusetts
$569K
GF
1700
Goodman Financial
Texas
$568K

IJH Hedge Fund Activity: Q2 2025 in Review

2,436 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q2 2025, worth a combined $75.7B — up 6.6% from $70.9B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new IJH positions and 88 closed out — a net gain of 57 holders — while 967 added to existing stakes and 996 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $523M. The largest seller was JP Morgan Chase, cutting an estimated $750M.

  • 2,436 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q2 2025, up from 2,420 in Q1 2025.
  • Funds reported $75.7B of iShares Core S&P Mid-Cap ETF stock for Q2 2025, up 6.6% quarter-over-quarter.
  • 145 funds opened new iShares Core S&P Mid-Cap ETF positions in Q2 2025 and 88 closed out, a net change of +57 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q2 2025 was Goldman Sachs, an estimated $523M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q2 2025 was JP Morgan Chase, an estimated $750M sold.

Based on aggregated 13F filings for Q2 2025.